Tuesday, 6 October 2026 Updated 3 hours ago
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Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning

Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years.

CNBC reports: Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years.

Now, he loves Microsoft's place in the AI race.

This technology story centres on the United States. Names and organisations mentioned in the coverage include Microsoft's AI, Wall Street and AI.

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Key details

Location
United States · Americas
Reported by
CNBC
First reported
Key names
Microsoft's AI, Wall Street, AI, Melius Research's Ben Reitzes
Section
Technology

Sources

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Read the full story at CNBC

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